Data center stocks continue their rebound from last winter's lows, with most shares rising between 20 and 60 percent during the third quarter of 2009. That's an improvement on the 15 percent improvement for the Dow Jones Industrial Average and S&P 500 during the quarter.
The largest quarterly gains were seen from companies whose shares have struggled, led by managed hosting provider NaviSite (NAVI), which is up 59.9 percent for the quarter. Other managed hosting companies with solid gains included Savvis (SVVS, up 38 percent) and Rackspace (RAX, up 23 percent). Strong quarters for data center REITS Digital Realty Trust (+27%) and DuPont Fabros Technology (+41%) reflected the strength of the wholesale data center market, while leading colocation specialists also had solid performance.
All was not rosy everywhere, though, as content delivery providers took a beating amid growing concerns about pricing pressures and margins. Here's a look at the performance of the leading public data center companies in the quarter:
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